We’re growing across the Cotswolds, Wolverhampton, Stourbridge and Basingstoke. If you’re looking to build a career in financial planning, we’ll help you develop your knowledge, skills, gain experience and take your next steps.

We’re also a home for experienced and Chartered financial advisers ready to take themselves and their business to the next level. Whether you’re looking for an employed or self-employed opportunity, we’d love to hear from you.

As a Partner Practice of St. James's Place, through JPA, you’ll also have access to a wealth of personal and professional development face to face and online training support as well as benefitting from industry leading technology and AI.

Why JPA Financial Planning Limited

Join an established, family run practice where you can develop your expertise, take responsibility and build a rewarding career.

Work with a supportive team that values personal client service excellence, the highest of professional standards and nurturing long-term client relationships.

We’re proud to give back to the communities we serve through charitable initiatives and volunteering.

We work together as one team, caring for our clients and supporting each other on and off the pitch.

We live and breathe our company values every day.

And have a bit of fun along the way too.

Your career pathway into financial planning

Your career can grow with you. If you are new to financial advice, at JPA you can build experience in a support role, move into mortgage advice and progress towards becoming a qualified financial planner. We will support your development through relevant training, qualifications, coaching and practical experience.

1. Start in a supporting role -  Build a strong foundation in paraplanning, client service or practice administration. Learn how good advice is researched, prepared and delivered.

2. Develop as a mortgage adviser - Use your client and technical experience to advise on mortgages, build relationships and develop your professional skills.

3. Qualify as a financial planner - Continue your learning and broaden your advice skills, with the ambition of becoming a qualified financial planner. Then move onto becoming a Chartered Financial Planner.

Roles where you could make a real impact

Financial advisers  Build trusted relationships and provide holistic financial planning.

Paraplanning and technical research  Support advice with research, suitability reports and technical insight.

Client relationships and administration  Make every client interaction clear, responsive and well organised.

Mortgage advice  Help clients find suitable mortgage solutions and build lasting relationships.

Compliance and risk  Help uphold strong professional and regulatory standards.

Business development and marketing  Grow the Practice and strengthen client and introducer relationships.

Operations and practice management  Keep the business running smoothly and improve how we work.

What you can expect

• Competitive salary and benefits
• Clear progression and professional development
• A supportive, collaborative team and culture
• Modern technology and efficient processes
• The opportunity to build long-term client relationships
• A culture that values work-life balance

Existing Financial Adviser Opportunities

We are also looking for highly professional, experienced client-focused advisers to join JPA on an employed or self-employed basis. You will grow your client relationships and business, backed by an established practice and our back office wider team.

You will be able to…

• Manage and grow client relationships
• Provide holistic financial planning and advice
• Build new business and professional connections
• Work with experienced advisers and technical specialists
• Access administrative, paraplanning and compliance support
• Develop your specialisms and career path
• Continue on your road to Chartered

We would like to hear from growth mindset advisers who…

• Have the desire, drive and determination to be the best version of themselves
• Are an excellent team player
• Put clients at the heart of everything they do
• Provide holistic advice and uphold the very highest of compliance standards
• Build lasting relationships and work collaboratively
• Stay committed to learning and professional development

Locations: Cotswolds, Wolverhampton, Stourbridge and Basingstoke.

If you are interested in discussing the opportunity further, please contact our recruitment team or submit your CV and a brief covering note outlining your experience and preferred location

Other Opportunities

No suitable vacancy today? Send us your CV and a short covering note. Tell us about your experience, preferred location and the opportunity you are looking for. We will keep your details on file and contact you if a suitable role becomes available. Future vacancies will be listed on this page.